See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,188 | $167,484-89.1% | $151,611-88.0% | $134,475-86.5% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -11.04% | 7.80%-18.8pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $679 | $6,829-90.1% | $6,166-89.0% | $4,740-85.7% |
| Participant deferral / active EE | $1,802 | $8,986-79.9% | $8,363-78.4% | $6,400-71.8% |
| Admin fee / account holder | $7,912 | $13,783-42.6% | $11,616-31.9% | $11,426-30.8% |